DSCC’s partners at DiScien have released a multi-dimensional assessment of the impact of the war in Ukraine on the TV market. The original analysis is available in Chinese at this link; for DSCC’s subscribers I have taken a translation and added some of our own thoughts.
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The battle between LCD and OLED technologies reached a new stage in Q4’21 with each camp making gains by playing to their strengths. Aggressive OLED pricing allowed the emerging technology to gain unit share, but a combination of higher LCD TV prices, a bigger screen size mix and the growth of MiniLED TV sets allowed LCD TV to gain revenue share. The latest update of the DSCC Quarterly Advanced TV Shipment and Forecast Report is now available to subscribers. On a brand level, Samsung has lost share in the Advanced TV market, but with a richer product mix, Samsung has appeared to stabilize its revenue share on a worldwide basis.
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DSCC’s Quarterly Advanced IT Display Shipment and Technology Report reveals OLED vs. MiniLED LCD tablet, notebook and monitor shipments by quarter, brand, size, resolution, refresh rate and many other display related and non-display features as well. Last week, we released the Advanced Notebook display results and our latest forecast, and not surprisingly, we see massive growth as both OLEDs and MiniLEDs are growing rapidly and have a bright outlook.
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After upgrading display capacity for six straight issues on improved market conditions in LCDs, we lowered display capacity this quarter on delays and cancellations as conditions worsen. From 2021 to 2026, display capacity is expected to grow at a 4.8% CAGR vs. 5.1% last quarter, and 2026 capacity is down 1% vs. our last issue. LCD capacity was downgraded by 1% in 2026 and now grows at a 3.7% CAGR through 2026 vs. 3.9% last quarter. 2026 OLED capacity was downgraded by 2% vs. last quarter and now grows at a 15.3% CAGR through 2026 vs. 15.7% last quarter. OLED capacity will reach a 13% share in 2026, up from 8% in 2021.
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DSCC’s Quarterly Advanced IT Display Shipment and Technology Report reveals OLED vs. MiniLED LCD tablet, notebook, monitor and all in one (AIO) shipments by quarter, brand, size, resolution, refresh rate and many other display related and non-display features as well.
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Based on discussions throughout the supply chain, we now think we have a pretty good idea for the design and timing of future Apple iPhone displays.
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2021 OLED Shipments Rise 25% Y/Y on Double- and Triple-Digit Y/Y Smartphone, Notebook PC, Monitor and TV Growth – DSCC Expects Double Digit Growth in 2022
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Universal Display Corporation (UDC) changed the narrative in its earnings release last week. After 2021 revenues came roughly in line with its guidance and Q4 earnings came below expectations, and despite guidance for 2022 that seemed conservative, UDC pleased investors by announcing that it would reach target performance on phosphorescent blue emitters by the end of this year. The addition of blue to UDC’s portfolio has the potential to dramatically improve UDC’s revenue and also the potential to accelerate the entire sector of OLED displays, and investors were thrilled at the news, sending UDC’s stock up 23% on the Thursday after the earnings release on a day when many stocks tanked because of Russia’s invasion of Ukraine.
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Our Quarterly Foldable/Rollable Display Shipment and Technology Report is filled with insights on the latest foldable and rollable product plans from panel makers and brands, regional demand as well as panel and cover window cost forecasts, supply chain relationships and forecasts and much more. We expect to publish the pivot tables and report this week.
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Pulled by strong demand for large-screen LCD panels, display glass shipments increased by 13% in 2021 to an all-time high of 687M square meters, according to the latest update to DSCC’s Display Glass Report, released last week. Glass makers shipped 174.5M square meters of display glass in Q4’21, a 2% decrease Q/Q. Shipments are expected to increase by 1% Q/Q in Q1’22 to 176M square meters as higher capacity offsets slower panel maker utilizations.
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